-35.9%
APP vs VG
+14.1%
-50.0%
-59.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.4% | +2.6% | +2.2% |
| 7D | +0.9% | +1.7% | -0.8% | +1.0% |
| 30D | -23.3% | +16.0% | -39.3% | -22.5% |
| 3M | -42.6% | +9.7% | -52.4% | -42.0% |
| 6M | -33.6% | +29.6% | -63.2% | -34.5% |
| YTD | -52.4% | +112.0% | -164.4% | -55.4% |
| 1Y | -35.9% | +12.8% | -48.7% | -35.7% |
| All | -35.9% | +14.1% | -50.0% | -35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside VG.
Daily Out/Under-Performance
Portfolio return minus VG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded VG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling